Midvale, UT

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Midvale, UT
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Best Financial Advisors in Midvale, UT

24 firms listed · 7 in Midvale · 2 open weekends · 23 rated 4.5+

Data verified October 15, 2026

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Integrity Financial Groups

Integrity Financial Groups

(15)
  • Options
  • Company
  • Truck
“And to me that's what matters the most, (my quote) A customer that is happy with the way his financing is handled is a happier customer in general, that will come back to finance more equipment.”
In Business Since 2023
Offers Financing Options
75 Fort Union Blvd suite c-159, Midvale, UT
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Financial Strategies Institute

Financial Strategies Institute

(11)
  • Retirement
“• When I received a pension they recommended that I take a lump sum rather than an annuity, primarily because when I'm gone my children will receive the remaining funds, whereas an annuity would simply end.”
In Business Since 1994
Accepts All Major Credit Cards
6955 S Union Park Center #410, Midvale, UT
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Presidio Wealth Management

Presidio Wealth Management

(7)
  • Company
  • Informative
  • Retirement
“Presidio Wealth has been managing my account for several years.”
In Business Since 2008
6967 S River Gate Dr Suite 102, Midvale, UT
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One Financial Advisors

One Financial Advisors

(2)
“Max Coulliette came through recently for my wife, and I after we needed some assistance correcting paperwork that we had with the IRS.”
In Business Since 2012
1225 Fort Union Blvd #350, Midvale, UT
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Sovereign Financial Group

Sovereign Financial Group

(2)
“I never felt pressured and could tell he wanted us to feel fully covered if something were to happen.”
In Business Since 2004
6947 900 E, Midvale, UT
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KTS Financial Group

KTS Financial Group

(2)
  • Retirement
“They have been very good at helping us understand the investments that they offer and very good at helping our investments grow safely and securely.”
In Business Since 2015
7400 Union Park Ave STE 301, Midvale, UT
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The 24 firms listed for Midvale, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Midvale, UT

Of the 24 firms we list here, 7 are in Midvale itself and 17 come from towns including Sandy (5, 4 mi), South Jordan (3, 6 mi) and Lehi (3, 14 mi). The firms on this page are rated from 4.0 to 5.0 across 1,528 reviews; 9 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (83%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". 2 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (4), financial planning (3), accounting (2), consulting (2) and cost segregation (2). 3 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Midvale take financial planning bookings online?

9 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Wagstaff & Crawford

Wagstaff & Crawford

(2)
“I trust him to look out for the best interests of my clients.”
6995 Union Park Center Suite 320, Midvale, UT
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Haynie & Company

Haynie & Company

(45)
  • Integrity
  • Success
  • Law
“I am sure that they have many wonderful Accountants working there, but a quick shout to specifically to Kent Christensen, he is absolutely amazing; he is personable, caring, knowledgeable, prompt, a true professional, takes the time to know what you ...”
In Business Since 1980
Accepts All Major Credit Cards
BBB Rating: A+
Family Business
Salt Lake City, UT · 11 mi from Midvale
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Butler Tax & Accounting

Butler Tax & Accounting

(48)
“Our taxes have been fairly complicated over the past few years and Paul has been very responsive to questions and amenable to working with us to get things done right.”
In Business Since 2004
Accepts All Major Credit Cards
BBB Accredited
Transparent Fees & Pricing
Salt Lake City, UT · 11 mi from Midvale
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Tax Accounting Corporation of America

Tax Accounting Corporation of America

(48)
  • Money
  • Communication
  • Tax Planning
“So easy to work with, makes everything clear cut and helped us avoid paying costs that other accounting firms tried to get us to pay for as it enhanced their bottom line.”
In Business Since 2007
Murray, UT · 2 mi from Midvale
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Taylor Proactive Team

Taylor Proactive Team

(50)
  • Strategies
  • Confidence
  • Information
“Merrill is the kind of person who Does accounting out of genuine interest in accounting a passion that reveals itself through his creative spirit and passionate pursuit to expand his knowledge base and relay important developments in the tax world to...”
In Business Since 2023
Free Initial Consultation
Remote Consultations Available
Sandy, UT · 4 mi from Midvale
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B.o.s.s. Retirement Solutions and Advisors

B.o.s.s. Retirement Solutions and Advisors

(49)
  • Company
  • Happy
  • Mind
“We are routinely impressed at how knowledgeable Zach and Brandon are with regard to our current financial situation, as well as helping us to feel secure about our future financial well-being.”
In Business Since 2014
Lehi, UT · 14 mi from Midvale
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Kranenburg Accounting & Tax Service Cpas

Kranenburg Accounting & Tax Service Cpas

(50)
  • Work
  • Mail
  • Expert
“They know exactly what kind of deductions I need to take, what kind of additional information I need to provide, and how to make sure I'm in the clear for the year.”
In Business Since 1994
Transparent Fees & Pricing
Lehi, UT · 14 mi from Midvale
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Soulence Tax and Wealth Advisors

Soulence Tax and Wealth Advisors

(39)
  • Tax Code
  • Communication
  • Investment
“We looked for years to have someone that approached taxes from a strategy (pro-active) approach instead of the typical reactionary "what did you do this past year" approach.”
In Business Since 2011
Draper, UT · 8 mi from Midvale
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Net Worth Advisory Group

Net Worth Advisory Group

(46)
  • Worry
  • Risk
  • Decisions
“He also sends out regular updates on market conditions and current events that may affect the market, which serves to calm his clients' worries about fluctuations in markets.”
In Business Since 2003
Transparent Fees & Pricing
Sandy, UT · 4 mi from Midvale
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New Millennium Group - Financial Advisors

New Millennium Group - Financial Advisors

(50)
  • Planning
  • Goals
  • Life
“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”
In Business Since 2019
Sandy, UT · 4 mi from Midvale
Featured

Diversification is a key strategy for reducing investment risk. By spreading your investments across different asset classes, such as stocks, bonds, and real estate, you can potentially minimize the impact of a single investment's performance on your overall portfolio. Diversification can help smooth out volatility and increase the likelihood of long-term financial success.

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Wasatch Tax and Accounting

Wasatch Tax and Accounting

(46)
  • Business Tax
  • Fees
  • Information
“She helps us save thousands on taxes all year and then bring back an even bigger tax return at the end of the year with multiple incomes business and professional!”
In Business Since 2011
Accepts All Major Credit Cards
Highland, UT · 14 mi from Midvale
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Genwealth Advisory Group

Genwealth Advisory Group

(39)
  • Information
  • Presentation
  • The Office
“My husband and I found Gen Wealth a number of years ago we found out about the organization through Manny who gave an amazing presentation we had great confidence in working with them and it has proved to be so true we have trusted them with our inve...”
In Business Since 2022
Sandy, UT · 4 mi from Midvale
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Capital Wealth

Capital Wealth

(49)
  • Company
  • Educated
  • Trust
“I have greatly appreciated their thorough explanations and supportive materials to ensure that we understand how our hard earned retirement monies are being invested.”
In Business Since 1998
Lehi, UT · 14 mi from Midvale
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Integrated Financial Group

Integrated Financial Group

(38)
  • Job
  • Trust
  • Understand
“He truly cares about our family and our financial security and future and is not only a professional financial advisor but has become a valued friend and relationship to us and our family.”
In Business Since 2009
South Jordan, UT · 6 mi from Midvale
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Tencap Wealth Coaching - Financial Advisor

Tencap Wealth Coaching - Financial Advisor

(26)
  • Feeling
  • Heart
  • Diversify
“When I decided to invest a little, I was nervous that he would be disappointed because of the small amount, given the gobs of energy and time that he had invested into me and my growth and learning.”
15+ Years Experience
Remote Consultations Available
South Jordan, UT · 6 mi from Midvale
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Medicus Wealth Planning

Medicus Wealth Planning

(33)
  • Manage
  • Confidence
  • Portfolio
“I appreciate his flexible fee options - you can pay by the hour and use him as much or little as you need or you can let him manage your portfolio and take care of everything.”
In Business Since 2016
Draper, UT · 8 mi from Midvale
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Larson & Company, Certified Public Accountants

Larson & Company, Certified Public Accountants

(19)
  • File
“Amber has been a great resource, helping us clean up our books, providing excellent tax code advice, and helping us plan for year end tax management throughout the year.”
In Business Since 1997
Accepts All Major Credit Cards
BBB Rating: A+
South Jordan, UT · 6 mi from Midvale
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Prince Hansen Group

Prince Hansen Group

(13)
  • Business Tax
“We have been working with Doug Hansen for our business and personal accounting and tax preparations needs for 16 years and have found him extremely knowledgeable and very easy to work with.”
In Business Since 2009
Free Initial Consultation
BBB Rating: A+
Sandy, UT · 4 mi from Midvale
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HomeWealth Management AdvisorsUtahMidvale, UT

Retirement Planning and Investment Management Services in Midvale, UT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 396 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 396 cost profiles.

Why these companies made our list

What clients say about firms in and near Midvale

  • “Capital Wealth is always available to answer questions or review your portfolio.” — client of Capital Wealth
  • “I fully trust Cortney and would recommend him to anyone looking for retirement planning or investment advice.” — client of Integrated Financial Group
  • “Kevin was exceptionally thorough, knowledgeable, and experienced in developing a sound financial plan.” — client of Medicus Wealth Planning

Excerpts from public reviews of the firms listed on this page.

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Financial Advisors near Midvale

Popular in Midvale

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